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Wealth Management Graduate

4 months ago

Elstree, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Services

Elstree

12/03/2024

Type of Position: Wealth Management Graduate - Elstree
Pay: £20k - £30k

**Wealth Management Graduate - Elstree**:
We are working with a reputable SJP firm in Elstree looking to take on a Wealth Management Graduate. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.

**Responsibilities**:

- Deliver a first-class experience to existing clients that are mix of city professionals and entrepreneurs
- Deliver workflow proactively to maximise the team’s output and results
- Proactively drive the team forward by promoting efficient collaborative working
- Assist the team day to day in a structured way of working and make use of technology to enhance productivity
- Work to engage and develop strong relationships with existing clients and target audience
- Report regularly to colleagues on the team’s overall engagement
- Contribute to team strategy and promote a fun working environment
- Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun

Personal Qualities:

- You are a driven and ambitious individual who’s looking to build their career at a high-performing private client company
- A resourceful person with excellent attention to detail
- You are a curious, proactive and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
- Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life

Experience & Skills:

- Experience in financial services desired, but not necessary
- Excellent numeracy and literacy, with an understanding of social media
- Ability to understand data and make use of it effectively
- Strong organisational skills with excellent attention to detail and a self-starter
- Confident communicator, independent thinker with a passion for collaboration the ability to work independently and as part of a team.

What’s in it for you:

- Opportunity to join a growing, award-winning team of professionals
- Work with a naturally friendly team of highly motivated ambitious people
- Be in an environment where you have an impact
- Competitive remuneration package
- Support to complete professional qualifications